LFG
FPF

Larson Financial Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Larson Financial Group’s Portfolio FPF Stock Details FPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.4K Hold
1,500
– – ﹤0.01% 1689
2025
Q4 		$28K Hold
1,500
– – ﹤0.01% 1528
2025
Q3 		$28.7K Hold
1,500
– – ﹤0.01% 1440
2025
Q2 		$28.2K Hold
1,500
– – ﹤0.01% 1327
2025
Q1 		$27.6K Sell
1,500
-300
-17% -$5.56K ﹤0.01% 1243
2024
Q4 		$32.4K Sell
1,800
-380
-17% -$7.14K ﹤0.01% 1044
2024
Q3 		$42.6K Hold
2,180
– – ﹤0.01% 956
2024
Q2 		$40.1K Hold
2,180
– – ﹤0.01% 865
2024
Q1 		$39.1K Buy
2,180
+1,505
+223% +$26.1K ﹤0.01% 752
2023
Q4 		$11K Hold
675
– – ﹤0.01% 987
2023
Q3 		$10.1K Hold
675
– – ﹤0.01% 995
2023
Q2 		$10.5K Hold
675
– – ﹤0.01% 917
2023
Q1 		$10.7K Hold
675
– – ﹤0.01% 911
2022
Q4 		$11.4K Hold
675
– – ﹤0.01% 824
2022
Q3 		$11K Hold
675
– – ﹤0.01% 765
2022
Q2 		$13K Buy
675
+420
+165% +$8.22K ﹤0.01% 636
2022
Q1 		$6K Hold
255
– – ﹤0.01% 762
2021
Q4 		$6K Buy
+255
New +$6.35K ﹤0.01% 776

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return